Job Description
Key Responsibilities :
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his / her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer query / complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS :
TAT adherence for updating System CRM Next
Successful completion of cross-sell / up-sell Business Goals month on month
Collection of payment / premium from 91-180 days due policies
Complaint Resolution / Customer satisfaction
Achievement of Retention Targets.
45 unique customer meetings in a month
More than 90% attendance (of total working days)
Successfully score >
80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE :
5 2 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket : 25-30 years
Must own a conveyance
Key Skills
Functional Area
Sales & Marketing / Business Development / telecaller
Qualification
Professional Degree, Any Bachelor Degree
About Skywings Advisors Private Limited
Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry.
We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT / Software, E-Commerce & Internet .
rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount.
But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.
